SI257: Preparing for a Volatile Future ft. Cem Karsan

Published: Aug. 19, 2023, 6 a.m.

b'

Cem Karsan joins us for a wide ranging conversation where we discuss the current volatility environment and if vol trading can actually be predictable, the current Fourth Turning and how this will impact the level of volatility and where Cem\\u2019s outlook differ from Neil Howe\'s, why demographics is \\u201cdestiny\\u201d and the current tug of war between flows and macro. We also discuss why Cem is watching NASDAQ so closely and the historic rotations that are happening in markets at the moment, why Cem believes it is important to \\u201cbe water\\u201d and much more.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT\\u2019s TRUE ? \\u2013 most CIO\\u2019s read 50+ books each year \\u2013 get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book \\u201cThe Many Flavors of Trend Following\\u201d here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Cem on Twitter.

Episode TimeStamps:

00:56 - What has caught Cem\'s attention recently?

03:14 - Volatility and seasonal patterns

08:27 - Industry performance update

09:34 - Is vol trading predictable?

17:15 - Why are vol spikes becoming shorter?

20:19 - Cem\'s take on the fourth turning

33:12 - Why is demographics so critical today?

39:04 - A tug of war between flows and macro

50:28 - A new all time high for stocks?

52:07 - Major moves in markets

01:00:58 - Too bullish too soon?

01:03:03 - Be flexible, be water

01:06:07 - Thanks for listening

Copyright \\xa9 2023 \\u2013 CMC AG \\u2013 All Rights Reserved

----

PLUS: Whenever you\'re ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I...'